How to Send an Invoice
You must have "Financial Admin" or "Webmaster" permissions to invoice your members.
- Sign in to "SportsEngine HQ."
- Once in "SportsEngine HQ", click on the Invoicing tab then choose Invoices.
- If you haven't setup your Invoicing yet, please do so first.
- In the top-right corner of the screen, click Send Invoices.
- Fill out all the necessary and required fields:
- Recipient: Who you are sending the Invoice to.
- Description: What you are Invoicing for. Ex) Spring Player Fees, Blue XL T-Shirt, or Fundraising Fee.
- Message (Optional): Any additional information you would like to add.
- Itemize Invoice: Break the fee down item by item.
- Invoice Amount: Amount you wish to Invoice your member.
- Processing Fee: Here is where you choose who pays the processing fee. Either the Organization (You) or the Recipient (Member).
- Payment Term: Choose the Term you want to use.
- Click Send Invoice.
- How to Set Up Invoicing
- Add a Payment Term